Grey Rhodes Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Grey Rhodes Advisors provides investment advice and portfolio management to individuals (including high‑net‑worth clients) and to pension and profit‑sharing plans, offering both discretionary and non‑discretionary portfolio services along with pension consulting and incidental financial planning. The firm operates with a small advisory team and reports approximately $43.6 million in primarily non‑discretionary client assets across about 43 client relationships.
The firm's investment approach emphasizes long‑term returns driven by independent research and fundamental analysis, with technical factors used occasionally to inform trade implementation; it may, on a limited basis, employ short sales, options, and margin to manage risk or enhance returns. Grey Rhodes also provides plan‑level services for retirement plans, including investment policy development, QDIA selection, monitoring of designated investment alternatives, and participant education.
Noteworthy distinctions include the firm’s role as sponsor/affiliate of the Grey Value Opportunity Fund (a private pooled investment vehicle) and related entities that act as the fund’s investment manager and general partner, arrangements under which the adviser can receive profit‑based compensation from the fund. The firm is also affiliated with an accounting/forensic services entity that may refer clients, and its asset composition—vastly more non‑discretionary than discretionary AUM—is atypical compared with many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.95% annually $1,000,001 - $5,000,000: 0.90% annually $5,000,001+: 0.85% annually
Main office
4500 Pga Blvd, Suite 304 B
Palm Beach Gardens FL 33418
Advisors at this office
3
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Ricky R
CFP®, Series 66
Palm Beach Gardens, FL
Grey Rhodes Advisors, LLC
Ricky Rhodes is a CFP® and Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Grey Rhodes Advisors, LLC, where he has worked since 2020, and is also the owner and CPA of Rhodes to Wealth, Inc., providing financial planning and accounting assistance primarily to litigants in divorce proceedings. Rhodes previously worked at Raymond James Financial Services Advisors, Inc. from 2010 to 2021. Grey Rhodes Advisors serves individual clients, including high-net-worth individuals, and pension and retirement plan fiduciaries. The firm offers portfolio management, financial planning, and pension consulting, employing an investment approach that combines independent research, fundamental analysis, and technical factors, with both discretionary and non-discretionary account management.
Christopher F
CFA®, Series 63, Series 65
Palm Beach Gardens, FL
Grey Rhodes Advisors, LLC
Christopher Fetes is a CFA® charterholder and holds Series 63 and Series 65 licenses, with two years of industry experience. He is currently with Grey Rhodes Advisors, LLC and has previously worked at MAI Capital Management, Evoke Advisors, PNC Private Bank, and Bolderwood Capital Management. Grey Rhodes Advisors provides investment advice and portfolio management to individuals, including high-net-worth clients, and to pension and profit-sharing plans. The firm employs a long-term investment approach based on independent research and fundamental analysis, offering both discretionary and non-discretionary services.
Steven G
Series 63, Series 65
Palm Beach Gardens, FL
Grey Rhodes Advisors, LLC
Steven Grey is a financial advisor at Grey Rhodes Advisors, LLC with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has founded and managed investment entities including Grey Investment Management, LLC and Grey Value Management, LLC. Grey is involved in managing the Grey Value Opportunity Fund through these firms. Grey Rhodes Advisors serves individual clients, including high-net-worth individuals, as well as pension and retirement plan fiduciaries. The firm offers portfolio management, financial planning, and pension consulting, employing a long-term investment approach based on independent research and fundamental analysis, with discretionary and non-discretionary account management.
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